Director of Advisor Marketing (AI)

Location: Hybrid work near Concord, CA, Charlotte, NC, or Phoenix, AZ. Candidates must be legally authorized to work in the United States.

Base salary: $160,000–$190,000 in Concord, CA; $140,000–$170,000 in Charlotte, NC or Phoenix, AZ, plus potential variable incentive compensation and benefits.

Company

hirify.global provides technology, investment solutions, trust services, and consulting to more than 10,500 financial advisors, supporting stronger and more efficient advisory businesses.

What you will do

• Lead advisor marketing strategy, roadmaps, programs, content calendars, campaigns, and communications.
• Manage and develop two direct reports while serving as a strategic partner to the Senior Director of Strategic Initiatives.
• Oversee FMG’s Marketing Advantage white-label advisor marketing program, including vendor coordination, content quality, advisor experience, performance, and continuous improvement.
• Develop lead-generation and prospecting initiatives that help advisors attract, nurture, and convert prospective clients.
• Lead thought leadership, survey, educational, webinar, workshop, and presentation initiatives.
• Partner with Corporate Marketing, Sales, Business Consulting, and external providers to increase adoption and demonstrate program value.

Requirements

• 10+ years of marketing and digital marketing experience, including strategy and execution.
• 10+ years of management experience with direct people leadership, coaching, and team development.
• Experience with content strategy, social media, email marketing, SEM, SEO, paid and retargeting media, marketing automation, and lead generation.
• Experience with CRM, marketing automation, analytics, and collaboration platforms such as Salesforce, HubSpot, and Google Analytics.
• Experience in financial services, wealth management, working with financial advisors or RIA audiences, and evaluating marketing technology or third-party vendors.
• Must be legally authorized to work in the United States; visa sponsorship is not available.

Nice to have

• Experience with white-label advisor marketing programs, including FMG’s Marketing Advantage.
• Experience conducting thought leadership research, surveys, or market analysis.
• Experience evaluating AI tools, martech vendors, and responsible AI use cases.

Culture & Benefits

• Hybrid work schedule with a focus on collaboration, client success, integrity, respect, and excellence.
• Flex time or paid time off and sick time off.
• 401(k) with a 6% employer match.
• Medical, dental, vision, and HSA options.
• Volunteer time off, career development, recognition, and fitness reimbursement.